Jeff Bush

Jeff is known for his unique, nonpartisan ability to translate the confusing tax and fiscal information coming out of DC.

What if the key to understanding our present could be found in a more thorough understanding of our past? Jeff Bush has a unique ability to look at history and decode what is relevant, interesting and useful. This enables him to provide his audiences with an approachable, multifaceted means to understand the issues that faced our nation then, and today. He is able to simplify complex information and provide practical, usable takeaways that people can implement in their businesses. Jeff does more than 200 presentations yearly to a client base that includes Fortune 500 firms from Wall Street to Main Street and everywhere in between. Jeff has been featured in Investment News and has been an analyst on POTUS Sirius/XM radio. Jeff’s dedication, forward-thinking, and strategic abilities have resulted in performance records, industry awards, and leadership accolades.

The Washington Update: An Overview of the Political Environment, Prospective Legislation, and Strategies for Investment and Retirement Planning

For the first time in eight years, a new administration takes over the White House – an administration with vastly different policy goals than the one that preceded it. President Trump’s initiatives promise to have far ranging effects on taxes, health care, sector regulation, government spending, and the country’s fiscal situation.

Jeff Bush, an expert in political and legislative affairs, will lay out the wide-ranging initiatives President Trump will seek to enact during his first year in office, including those involving infrastructure, jobs, tax reform, and industry-specific proposals for energy, health care, financial services, and other sectors. He will consider the extent to which Trump can expect support from the Republican-led Congress and the impediments that nonetheless may stand in the way of enactment. Throughout the year, he will continue to follow the proposals as they are formulated and refined.

Jeff also will consider the extent to which the new administration is likely to overturn or soften regulatory policies the Obama administration put in place, including the controversial Department of Labor regulation imposing new fiduciary obligations on financial advisors.

Finally, Jeff will discuss how the new administration’s initiatives are likely to affect the economy, industry sectors, tax planning, investments, and the markets. He will provide strategies that investors and financial advisors can consider to take advantage of (or protect against) market volatility and upcoming legislation, including specific strategies for investment, wealth transfer, and retirement planning. Nonpartisan Analysis of the Current Political Environment

Proposed Department of Labor (DOL) Fiduciary Regulation

Affordable Care Act and How it Affects Business Owners and Retirees

Tax Reform Status and its Proposed Changes

The Implications of the U.S. Fiscal Environment and How it Impacts the Future

“Everyone at Morgan Stanley loved Jeff Bush’s content and our brand awareness and value has sky-rocketed not just for Annuities, but I am certain for our entire MSA (there were also FA’s from Blair Rose’s territory). We have already gotten pro-active appointment solicitations, as well as, close to closing several large cases. I know the proof will be in the numbers, so I know that we will see our market share increase substantially as Logan and I follow up on our deliverables.”

– Mai S.

I have been a political activist for 60 years and currently serve as commissioner of elections for Northampton county Pennsylvania. Jeff Bush Gave the most accurate, complete appraisal of our current, national Presidential, Senatorial and House of Representatives contests I have ever heard. If I were a betting man I would take his commentary to the bank.